Email Marketing Management — Product Tour

Full walkthrough

1. Welcome to Email Marketing Management. Everything lives under Market > Email, which is split into five sub-sections: Outgoing Emails, Co-Brand Emails, Mailing Lists, Test Mailing List and Senders. We'll walk all five, in the order you'd actually use them.
2. This is where you'll spend most of your time — the master grid of every campaign email you've launched or queued, with the newest activity at the top.
3. The columns tell the whole story at a glance: Outgoing Email Name, Status (Draft, Scheduled, Sent), Last Modified On, Schedule DateTime, Recipient Type and the Campaign the email belongs to.
4. Select a row and the toolbar goes to work: Preview to see the rendered email, Clone to spin a new copy off a proven send, Set-Up to edit the template, Delete to remove a draft, and Launch to start a brand-new send.
5. Search matches on email name, campaign or status — and clearing the box instantly restores the full grid, so you never lose your place.
6. Saved Searches keep your routine views one click away — All Emails, Scheduled, Sent, Draft. Pick one and the grid re-filters immediately.
7. Let's open a send that already went out. Press Next and we'll click into 'Server FlexiTouch Execution_04152024' for you.
8. Outgoing Email Information is your audit trail: the Outgoing Email Name, the Schedule Date/Time you asked for, and the Actual Sent Date/Time the platform delivered — plus subject line and sending identity.
9. Recipients Status is the engagement layer. Every row shows Account Name, Name and Email Address alongside a status such as 'Email Sent', 'C=Opened' or 'B=Clicked' — that's exactly who to follow up with first.
10. A 'B=Clicked' recipient engaged with your content. Hand those names straight to Sell > Leads while the interest is warm.
11. Now the other direction — creating an email. From Market > Multi-Touch > Campaign Library you pick a campaign, press Get Started, then Set-Up, and this four-section page opens.
12. Section 1, Selected Email Information, confirms the context you came in with: Country, Language, Campaign Type and Campaign. It keeps your email inside the approved campaign it belongs to.
13. Section 2 holds your Email Template Name. Edit Details opens a side panel where you can rename it. Press Next and we'll open it for you.
14. Give the Email Template a name you'll recognize months from now, then press Save to write it back to the page.
15. Section 3 is the design. Select Template opens the vendor-approved layouts available for this campaign. Press Next to see them.
16. Pick one of the approved email templates with its radio button. Here we've chosen Server Campaign. Every layout is pre-cleared for brand compliance.
17. With the Server Campaign template selected, Customize Template opens it in the editor. Press Next and we'll open it for you.
18. Customize Template opens the editor with your chosen template: co-branded logos, hero image, heading, body copy, survey link and the Learn More call to action. Edit in place, then press Save.
19. Section 4 is the final step. Save Email stores your email template, ready to launch as soon as you have an audience for it.
20. An audience is exactly what we need next. Market > Emails > Mailing Lists is your recipient hub — List Name, Module Name and No of Recipients for every list you own.
21. Module Name matters more than it looks: it tells the platform which record type the list draws from — Prospect, Partner Prospects, Contacts or Partner Contacts. You can also push recipients here from Sell > Leads > Prospects using Send Email > Mailing Lists.
22. Let's create a fresh list. Press Next and we'll open Add/Edit a List for you.
23. List Name is the only required field — everything else follows from it. Name it after the audience, not the campaign, so you can reuse it.
24. Module Name auto-populates from where the list will pull records. Pick Prospect for net-new demand gen, Contacts for existing relationships.
25. Save creates the list — empty for now. Next we'll fill it up.
26. Opening a list gives you View a Mailing List. List Information shows the List Type, List Name, Module Name and the module used for imports, so you always know which pool you're drawing from.
27. The Recipients section lists every Email Address on the list, each with a delete icon for quick housekeeping. View All opens the full list.
28. Add Subscriber opens a searchable picker. Press Next and we'll open it for you.
29. Search across Company, Name, Title, Email, Phone, Lead Score and Email Verification — so you can target the highest-scoring, verified contacts instead of blasting everyone.
30. Tick the contacts you want and press Add. Press Next and we'll add the selected recipient for you.
31. Got a spreadsheet from an event instead? Upload a List opens the Add/Edit an Imports page. Press Next and we'll open it.
32. Name the import, attach your file, choose the Entity List it maps to, and decide whether to Auto update existing records. Use External ID Name and UPM Field when your file carries its own IDs.
33. Save runs the import. Press Next and we'll process the file for you.
34. Imported records land in their own Imported List section, kept separate until you're happy with them — spreadsheets always arrive a little messy.
35. Remove Duplicate de-dupes by email address across both sections, protecting your sender reputation. Press Next and we'll run it.
36. Template ready, audience ready — time to launch. Press Launch on the Outgoing Emails toolbar to start sending. Press Next and we'll open it for you.
37. Launch Microsite Campaign walks you through five numbered sections, from campaign details to the final send.
38. Campaign Details confirms Country, Language, Campaign Type and Campaign, so a launch always stays inside an approved campaign.
39. Provide Details of Your Email sets the send's identity: Name Your Email for tracking, plus the Subject Line and From Name recipients see. Edit Details changes them.
40. Sender Email Address only uses verified senders. We'll set one up at the end of the tour.
41. Customize Email Template shows the selected Email and Microsite templates. Select Template swaps them; Customize Template edits this send only.
42. Select Recipients and Test Email picks who receives the email and lets you check it first.
43. Select Recipients attaches a mailing list. Press Next and we'll attach one for you.
44. Always Send Test Email first — it delivers to your Test Mailing List so a colleague can check rendering and links before real prospects see it.
45. Send Email decides when: set the Schedule Date and Time and the Time Zone recipients are in.
46. Four options: Schedule Time sets the send window, Schedule Email queues it, Launch Email sends now, and Save As Draft keeps it for later.
47. Let's send it now. Press Next and we'll launch the email — it reappears in View Outgoing Emails with Actual Sent Date/Time filled in and Recipients Status tracking live.
48. Market > Co-Brand Emails opens View Email Templates, where vendor-built creative meets your brand. Templates show as thumbnails, because here the design is the data.
49. Two tabs: 'Assigned to You' holds templates the vendor shared with you; 'Created by You' holds your own copies and drafts.
50. Each thumbnail shows the template's campaign and type, such as Email, Microsite or Event. The menu holds View and Clone on shared templates, and View, Edit and Delete on your own.
51. Sort By and Search are always visible, and Filter goes deeper. Press Next and we'll open the filter panel.
52. Filter on Associated Tactic, Campaign, Country, Email Template Name, Languages, Parent ID and Status — Parent ID is the one that traces a copy back to the vendor original.
53. Choosing a shared template, or Clone from its menu, opens the same four-step Copy Email Template flow you saw in Set-Up. Press Next and we'll start the copy.
54. Your copy starts with its own template name. Edit Details lets you rename it. Press Next and we'll open it.
55. Change the Email Template Name and press Save. Customize the content and save the email — the vendor's original is never touched. That's how you personalize an approved design safely.
56. Market > Emails > Test Mailing List looks identical to Mailing Lists — List Name, Module Name, No of Recipients — but these recipients are your internal reviewers, never prospects.
57. Open one and you get the same View a Mailing List shape: Edit to rename the list, Remove Duplicate to tidy it, Upload a List to bring in new testers.
58. Last stop: Market > Emails > Senders. Two columns, one big consequence — Sender Email Address and Verified. Only Verified = Y addresses appear in Launch Step 4.
59. Adding one takes seconds. Press Next and we'll open Add/Edit a Sender.
60. Sender Email Address is the only required field. Save it and the sender appears pending verification until the confirmation link is clicked.
61. That closes the loop: template, list, launch, tracking, co-branding and senders. Keep your sending domains SPF, DKIM and DMARC compliant and your campaigns will land in inboxes instead of spam folders.

Questions about this tour

How do partners run email campaigns in ZINFI?

A partner picks a vendor-approved template from the Campaign Library, customizes it in a WYSIWYG editor, chooses a mailing list, sends a test, then schedules the send or sends immediately. Delivery and engagement are tracked per recipient in the outgoing email record.

How are partner mailing lists built and cleaned?

Lists are built by hand, by search against existing records, or by XLSX import, with de-duplication applied as records land. Internal test mailing lists let a partner check a send before it reaches customers.

Are partner emails sent from a verified sender address?

Yes. Senders are managed and verified inside the application, so partner campaigns go out from an address that has been authorized rather than an arbitrary reply-to.

How long does the ZINFI Email Marketing Management tour take?

About 20 minutes at a normal pace — 61 guided steps through the Email Marketing Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Market pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Email Marketing Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.